← Starboard Value LP
Positions
66
Total value
$5.46B
Top 10 concentration
64.9%
New positions
23
Exited positions· 30 vs. Q2 2021
- ISHARES TR ($17.07M)
- KHOSLA VENTURES ACQUT CO III ($4.94M)
- TWC TECH HLDGS II CORP ($4.47M)
- MONTES ARCHIMEDES ACQUISITIO ($4.37M)
- ROTOR ACQUISITION CORP ($3.64M)
- SUPERNOVA PARTNERS ACQUISITI ($3.55M)
- DATA KNIGHTS ACQUISITION COR ($3.1M)
- QELL ACQUISITION CORP ($2.99M)
- CATALYST PARTNRS ACQUISITN C ($2.53M)
- EG ACQUISITION CORP ($2.5M)
- D8 HOLDINGS CORP ($2.49M)
- NAVSIGHT HLDGS INC ($2.45M)
Holdings · 66
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | AECOM ACM · 00766T100 | COM | $463.01M | 8.47% | 7,331,970 | -1.3% |
| 2 | NORTONLIFELOCK INC GEN · 668771108 | COM | $422.62M | 7.74% | 16,704,454 | — |
| 3 | CORTEVA INC CTVA · 22052L104 | COM | $386.79M | 7.08% | 9,191,830 | -4.1% |
| 4 | ON SEMICONDUCTOR CORP ON · 682189105 | COM | $381.62M | 6.98% | 8,337,681 | -4.0% |
| 5 | PAPA JOHNS INTL INC PZZA · 698813102 | COM | $350.41M | 6.41% | 2,759,360 | -20.2% |
| 6 | HUNTSMAN CORP HUN · 447011107 | COM | $343.19M | 6.28% | 11,598,144 | New |
| 7 | ISHARES TR IWM · 464287655 | RUSSELL 2000 ETF | $327.69M | 6.00% | 1,498,000 | +159.2% |
| 8 | COMMVAULT SYS INC CVLT · 204166102 | COM | $307.22M | 5.62% | 4,079,375 | — |
| 9 | BOX INC BOX · 10316T104 | CL A | $289.1M | 5.29% | 12,213,663 | -6.1% |
| 10 | ACI WORLDWIDE INC ACIW · 004498101 | COM | $276.19M | 5.05% | 8,987,486 | — |
| 11 | GREEN DOT CORP GDOT · 39304D102 | CL A | $266.45M | 4.88% | 5,294,110 | — |
| 12 | MERIT MED SYS INC MMSI · 589889104 | COM | $254.29M | 4.65% | 3,541,600 | -1.5% |
| 13 | ELANCO ANIMAL HEALTH INC ELAN · 28414H103 | COM | $233.17M | 4.27% | 7,311,712 | -3.9% |
| 14 | CERNER CORP CERNCHF · 156782104 | COM | $228.92M | 4.19% | 3,246,111 | +2.0% |
| 15 | MAGELLAN HEALTH INC MGLNUSD · 559079207 | COM NEW | $224M | 4.10% | 2,369,100 | — |
| 16 | MEDNAX INC MD · 58502B106 | COM | $168.16M | 3.08% | 5,915,000 | -30.0% |
| 17 | CYXTERA TECHNOLOGIES INC 23284C102 | COM CL A | $152.87M | 2.80% | 16,526,315 | New |
| 18 | GCP APPLIED TECHNOLOGIES INC GCPEUR · 36164Y101 | COM | $143.36M | 2.62% | 6,540,000 | — |
| 19 | EHEALTH INC EHTH · 28238P109 | COM | $82.95M | 1.52% | 2,048,117 | +7.9% |
| 20 | COMSCORE INC SCOR · 20564W105 | COM | $9.44M | 0.17% | 2,419,550 | — |
| 21 | WARBURG PINCUS CAPTAL CORP I G9460M108 | SHS CL A | $8.28M | 0.15% | 847,085 | — |
| 22 | DIRECT SELLING ACQUISITION CO DSAQU · 25460L202 | UNIT 99/99/9999 | $6.05M | 0.11% | 600,000 | New |
| 23 | LEAD EDGE GROWTH OPRTUNTS LT G54085108 | COM | $5.88M | 0.11% | 600,000 | — |
| 24 | SLAM CORP G8210L105 | CL A SHS | $5.86M | 0.11% | 601,000 | — |
| 25 | KKR ACQUISITION HOLDING I CO 48253T109 | COM CLASS A | $5.8M | 0.11% | 594,800 | — |
| 26 | GIGCAPITAL 5 INC 37519U208 | UNIT 99/99/9999 | $5.65M | 0.10% | 550,000 | New |
| 27 | CENAQ ENERGY CORP 15130M201 | UNIT 02/04/2026 | $5.03M | 0.09% | 500,000 | New |
| 28 | L&F ACQUISITION CORP G53702109 | SHS CL A | $5M | 0.09% | 500,000 | +62.0% |
| 29 | AUSTERLITZ ACQUISITION CORP G0633D109 | SHS CL A | $4.97M | 0.09% | 500,000 | +100.0% |
| 30 | ALTIMAR ACQUISITION CORP II G03709105 | SHS CL A | $4.93M | 0.09% | 500,000 | — |
| 31 | KHOSLA VENTURES ACQUSTN CO I 482505104 | COM CL A | $4.9M | 0.09% | 500,000 | +66.7% |
| 32 | FOREST ROAD ACQUISITION COR 34619V103 | CL A | $4.88M | 0.09% | 500,000 | — |
| 33 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $4.87M | 0.09% | 2,325,000 | +16.3% |
| 34 | SWITCHBACK II CORPORATION G8633T115 | COM CL A | $4.48M | 0.08% | 450,000 | New |
| 35 | 890 5TH AVE PARTNERS INC 28250A105 | COM CL A | $4.46M | 0.08% | 450,000 | New |
| 36 | TREBIA ACQUISITION CORP G9027T109 | COM CL A | $4.46M | 0.08% | 450,000 | New |
| 37 | VPC IMPACT ACQU HOLDI III IN 91835J108 | COM CL A | $4.46M | 0.08% | 450,000 | New |
| 38 | ROSS ACQUISITION CORP II G7641C106 | SHS CL A | $4.36M | 0.08% | 450,000 | — |
| 39 | CC NEUBERGER PRIN HLDGS II G3166T103 | SHS CL A | $4.15M | 0.08% | 422,700 | +12.4% |
| 40 | TAILWIND ACQUISITION CORP 87403Q102 | COM CL A | $3.91M | 0.07% | 400,000 | +33.3% |
| 41 | MISSION ADVANCEMENT CORP 60501L101 | CL A | $3.89M | 0.07% | 400,000 | — |
| 42 | ATLANTIC COASTAL ACQUISTN CO ATLN · 048453104 | CLASS A COM | $3.88M | 0.07% | 400,000 | +2.7% |
| 43 | PLUM ACQUISITION CORP I G7134L126 | CLASS A ORD SHS | $3.87M | 0.07% | 400,000 | +17.3% |
| 44 | MEDTECH ACQUISITION CORP 58507N105 | COM CL A | $3.72M | 0.07% | 375,000 | +150.0% |
| 45 | FORTRESS VALUE ACQUIS CORP I 34964G107 | COM CL A | $3.41M | 0.06% | 350,000 | +85.5% |
| 46 | DRAGONEER GROWTH OPT CORP II G28315102 | CL A SHS | $3.29M | 0.06% | 335,858 | — |
| 47 | DATA KNIGHTS ACQUISITION COR 237699103 | CLASS A COM | $3.17M | 0.06% | 315,803 | New |
| 48 | ARTEMIS STRATEGIC INVT CORP 04303A202 | UNIT 09/30/2026 | $3.01M | 0.06% | 300,000 | New |
| 49 | MOUNTAIN CREST ACQUSTN CORP 62402D105 | COM | $2.99M | 0.05% | 300,000 | New |
| 50 | HENNESSY CAPITAL INVS CORP V 42589T107 | COM CL A | $2.96M | 0.05% | 300,000 | New |
| 51 | CATALYST PARTNRS ACQUISITN C CPRX · G19550105 | CLASS A ORD SHS | $2.43M | 0.04% | 250,000 | New |
| 52 | EG ACQUISITION CORP 26846A100 | COM CL A | $2.43M | 0.04% | 250,000 | New |
| 53 | SOAR TECHNOLOGY ACQUISN CORP G82472104 | UNIT 99/99/9999 | $1.98M | 0.04% | 194,700 | New |
| 54 | ISHARES TR IWR · 464287499 | RUS MID CAP ETF | $1.96M | 0.04% | 25,000 | -94.9% |
| 55 | PARABELLUM ACQUISITION CORP 69901P208 | UNIT 99/99/9999 | $1.5M | 0.03% | 150,000 | New |
| 56 | DD3 ACQUISITION CORP II DDMX · 23318M100 | COM CL A | $1.47M | 0.03% | 148,682 | New |
| 57 | TCV ACQUISITION CORP G8704C124 | CL A SHS | $1.47M | 0.03% | 150,000 | — |
| 58 | CIIG CAPITAL PARTNERS II INC 12561U208 | UNIT 02/28/2028 | $1.04M | 0.02% | 103,504 | New |
| 59 | ALTC ACQUISITION CORP OKLO · 02156V109 | COM CL A | $983K | 0.02% | 100,000 | New |
| 60 | ROSS ACQUISITION CORP II G7641C114 · Call | *W EXP 02/01/202 | $88K | 0.00% | 99,157 | -0.8% |
| 61 | DATA KNIGHTS ACQUISITION COR 237699111 · Call | *W EXP 11/11/202 | $68K | 0.00% | 174,766 | New |
| 62 | FOREST ROAD ACQUISITION COR 34619V111 · Call | *W EXP 01/15/202 | $65K | 0.00% | 75,000 | -25.0% |
| 63 | MISSION ADVANCEMENT CORP 60501L119 · Call | *W EXP 03/05/202 | $44K | 0.00% | 75,000 | -35.7% |
| 64 | ATLANTIC COASTAL ACQUISTN CO 048453112 · Call | *W EXP 03/02/202 | $35K | 0.00% | 64,150 | -3.8% |
| 65 | EG ACQUISITION CORP 26846A118 · Call | *W EXP 05/28/202 | $35K | 0.00% | 59,654 | New |
| 66 | CATALYST PARTNRS ACQUISITN C G19550121 · Call | *W EXP 05/12/202 | $23K | 0.00% | 27,526 | New |
Total filing value: $5.46B